DDD Partners LLC Acquires 2,710 Shares of Alphabet Inc. $GOOG

DDD Partners LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 110,738 shares of the information services provider’s stock after buying an additional 2,710 shares during the quarter. Alphabet comprises approximately 1.7% of DDD Partners LLC’s investment portfolio, making the stock its 7th largest holding. DDD Partners LLC’s holdings in Alphabet were worth $26,970,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of GOOG. Brighton Jones LLC grew its stake in Alphabet by 5.6% in the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock valued at $22,901,000 after acquiring an additional 6,410 shares during the period. Ignite Planners LLC increased its stake in Alphabet by 1.0% during the 2nd quarter. Ignite Planners LLC now owns 14,506 shares of the information services provider’s stock valued at $2,697,000 after purchasing an additional 144 shares in the last quarter. Sequoia Financial Advisors LLC increased its stake in Alphabet by 7.4% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 594,959 shares of the information services provider’s stock valued at $105,540,000 after purchasing an additional 41,132 shares in the last quarter. Stratos Wealth Partners LTD. raised its holdings in Alphabet by 2.5% during the second quarter. Stratos Wealth Partners LTD. now owns 198,786 shares of the information services provider’s stock worth $35,263,000 after buying an additional 4,787 shares during the last quarter. Finally, Arista Wealth Management LLC lifted its stake in shares of Alphabet by 110.9% in the second quarter. Arista Wealth Management LLC now owns 4,586 shares of the information services provider’s stock valued at $813,000 after buying an additional 2,412 shares in the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

Insiders Place Their Bets

In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $340.00, for a total transaction of $34,680.00. Following the completion of the transaction, the director owned 18,307 shares in the company, valued at $6,224,380. This represents a 0.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,032,408 shares of company stock valued at $94,926,707 over the last three months. 12.99% of the stock is currently owned by company insiders.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google I/O set for May 19–20; company is widely expected to unveil its first smart AI glasses later in 2026 — a new hardware/AI catalyst that could expand monetization and ecosystem stickiness. Read More.
• Positive Sentiment: Google Cloud momentum remains a growth engine — recent reports highlight ~48% cloud revenue growth and expanding backlog, supporting upside to long‑term revenue and enterprise AI demand. Read More.
• Positive Sentiment: Large institutional buyers also showed conviction — Royal Bank of Canada added materially (~21% increase) to its GOOGL position in recent 13F filings. Read More.
• Neutral Sentiment: Waymo faced congressional scrutiny over remote assistance but defended its practices and said remote agents haven’t been used to move robotaxis on public roads — regulatory risk remains watchable but not immediate earnings pressure. Read More.
• Neutral Sentiment: Some analysts and outlets are cautious/neutral on near‑term upside (Monness and others maintain neutral views), reflecting profit‑taking after a strong run. Read More.
• Negative Sentiment: Multiple high‑profile investors trimmed GOOGL in recent 13F filings — notable reductions include Ameriprise, First Pacific Advisors, Northern Trust and Veritas, signaling institutional rebalancing that can add selling pressure. Read More. Read More.
• Negative Sentiment: High‑profile managers also signaled reduced exposure — Bill Ackman trimmed his Alphabet position and Terry Smith reportedly cut his stake roughly in half, a negative sentiment signal for momentum investors. Read More. Read More.
• Negative Sentiment: MarketBeat and other commentary point to short‑term selling tied to expected heavy CapEx (AI compute & data center buildout) and broader software/tech rotation — investors are treating higher capex guidance as a near‑term earnings/valuation headwind despite long‑term upside. Read More.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Wolfe Research boosted their price objective on Alphabet from $290.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Oppenheimer reiterated an “outperform” rating and set a $360.00 price target on shares of Alphabet in a report on Thursday, February 5th. Barclays raised their price objective on Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. BMO Capital Markets reiterated an “outperform” rating and issued a $400.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Finally, Canaccord Genuity Group raised their price target on shares of Alphabet from $330.00 to $390.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Seven research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and an average price target of $343.90.

Alphabet Trading Down 1.0%

Shares of GOOG stock opened at $302.82 on Wednesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The stock has a market capitalization of $3.66 trillion, a price-to-earnings ratio of 28.01, a PEG ratio of 1.80 and a beta of 1.10. The company’s fifty day simple moving average is $321.41 and its two-hundred day simple moving average is $277.73.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Alphabet’s revenue was up 18.0% compared to the same quarter last year. During the same period last year, the business earned $2.15 earnings per share. As a group, analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is 7.77%.

Alphabet Profile

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.